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Here's Why Investors Should Hold Green Dot (GDOT) Stock Now

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Shares of Green Dot Corporation (GDOT - Free Report) have surged 49.1% year to date, significantly outperforming the industry’s 27.1% growth.

We believe that the company has the ability to sustain this momentum, courtesy of a long-term strategic plan, fast growing BaaS platform programs, long-lasting relationship with Walmart.

Long-term Strategic Plan

Green Dot’s long-term strategic plan to be a ‘New Kind of Bank’ bodes well. Moving ahead, this plan is expected to drive operating and financial momentum significantly.

Notably, the company is focusing on the use of technology ubiquitous digital and retail brick-and-mortar distribution and large partnerships, under this strategic plan. It is trying to evolve as a revenue generator owing to rising customer satisfaction rather than from increasing customer penalty fees.

Green Dot Corporation Revenue (TTM)

Fast Growing BaaS Platform Programs

The company’s Banking as a Service or BaaS platform programs look promising. Currently, BaaS programs are contributing significantly to Green Dot’s GDV growth, active card growth and revenue growth.

To make the platform more productive and increase its contribution, Green Dot is investing heavily in a number of large BaaS programs, including programs for Apple, Uber and Intuit. All these programs are expected to get bigger year over year.

Collaboration With Walmart

Green Dot’s long-lasting relationship with Walmart acts as a key catalyst behind its operating revenue growth. The company has been providing Walmart branded GPS cards since the launch of the Walmart MoneyCard program in 2007. Green Dot Bank has been issuing those card accounts since 2014. Green Dot designs and delivers the Walmart MoneyCard product and provides all ongoing program support, including network IT, website functionality, regulatory and legal compliance, customer service and loss management.

Walmart provides shelf space to offer Green Dot-branded cards and GoBank checking account products.Green Dot’s operating revenues that stemmed from products and services offered through Walmart represented 40%, 45% and 46% of total operating revenues for 2017, 2016 and 2015, respectively.

Zacks Rank & Stocks to Consider

Currently, Green Dot has a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Business Services sector include Broadridge Financial Solutions (BR - Free Report) , Paychex (PAYX - Free Report) and Convergys , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The long-term expected earnings per share growth rate for Broadridge Financial Solutions, Paychex and Convergys is 10%, 8% and 7.5%, respectively.

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